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Disclosery

Betterment LLC: JPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on JPST, newest first. How the timeline and the estimate are built.

Betterment LLC held 13,758,242 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,758,242 shares
    Change vs previous 13F +106,203 shares

    1.18% of the 13F portfolio, value $695,754,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,652,039 shares
    Change vs previous 13F +470,939 shares

    1.31% of the 13F portfolio, value $690,930,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,181,100 shares
    Change vs previous 13F +1,002,505 shares

    1.27% of the 13F portfolio, value $666,832,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,178,595 shares
    Change vs previous 13F +887,516 shares

    1.22% of the 13F portfolio, value $617,820,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,291,079 shares
    Change vs previous 13F +2,105,432 shares

    1.22% of the 13F portfolio, value $572,232,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,185,647 shares
    Change vs previous 13F +2,969,594 shares

    1.1% of the 13F portfolio, value $465,069,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,216,053 shares
    Change vs previous 13F +494,436 shares

    0.75% of the 13F portfolio, value $313,103,000.

    13F-HR 0001633901-25-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,721,617 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $290,315,000.

    13F-HR 0001633901-24-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).